See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,787 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $1,525 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $259 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,736 | $47,977-71.4% | $154,107-91.1% | $56,287-75.6% |
| Participation rate | 53.7% | 66.2%-12.5pp | 83.0%-29.3pp | 69.9%-16.1pp |
| Annual return | -9.80% | 3.54%-13.3pp | 735.12%-744.9pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,792 | $2,169-17.4% | $5,298-66.2% | $2,111-15.1% |
| Participant deferral / active EE | $3,159 | $2,392+32.1% | $5,081-37.8% | $3,350-5.7% |
| Admin fee / account holder | $50 | $438-88.7% | $13,411-99.6% | $521-90.5% |